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LoA Process: Just Fix it Already - Broken Letter of Authority Process in UK Wealth Management

10 October, 2023

The Letter of Authority process is an integral part of onboarding new clients. Yet despite its importance, it remains a painful and often frustrating process for all involved – advisers, providers and ultimately clients. This is not only a drain on our collective time but leads to repeatedly poor client experience overall.

We've been working with our friends the lang cat to ascertain the real impact of the Letter of Authority logjam. The lang cat surveyed more than 200 advisers to help us qualify the problem and to conduct more in-depth interviews with advice firms to explore some of the themes in detail. We have compiled their research to produce a Whitepaper, “LoA Process: Just Fix it Already” which highlights the problems in the process, the scale of them, and what a better future could look like.

Download a copy of the Whitepaper